Wealthtime Reviews 

Wealthtime provided an outstanding service throughout a complex case made more difficult through a third party provider error. Even whilst the error that occurred was not attributable to Wealthtime, the Client Services Executive (Ngonneh Mbye) made a very difficult task seem simple and was only too happy to help solve the problem. Ngonneh demonstrated levels of professionalism, diplomacy and work ethic that delivered the best possible outcome for our client. In addition, when presented with additional obstacles, Ngonneh remained calm and handled the situation whilst providing reassurance. A 5 star performance. Thank you Ngonneh.

Excellent service, sorted out our query and helped to set up our accounts. Very personable service .

Sarah the client services executive who handled my call was excellent. Really friendly and knowledgeable and made me feel like my call mattered. The call itself was answered very promptly by someone able to help first time.

Excellent customer service, my first interation with Wealthtime and the lady I spoke to couldn't have been more helpful.

Quick access to a very helpful human being - no waiting on the phone, and a clear answer to my question.

Consultant took ownership of the problem and dealt with it to a satisfactory conclusion and kept me informed of progress.

Sarah was very knowledgeable and efficiently answered my queries about an outstanding ISA & SIPP transfer.

I have spent nearly 6 months trying to make a withdrawal from my ISA with no success. Every time I send back the info in an email they say it needs to be a paper copy. Send that and get told you need to fill in another form, and this goes on.....They have had all the information they require for months and still I can't get my money. My IFA is now trying to close this ISA and transfer all the money from this to another more reputable company and hitting a brick wall! Is Wealth time a scam??? It appears so at the moment.
I wish I had read these reviews before investing.
IF YOU ARE THINKING ABOUT USING WEALTHTIME
DON'T DO IT

Constructive senior resolution after a difficult complaint journey

I had a difficult experience with Wealthtime in relation to a bereavement-related pension matter and the subsequent complaint handling. There were parts of the journey that I felt could have been handled with more care, accuracy and sensitivity at an earlier stage.

However, I am updating my review because Wealthtime has now taken the time to understand my experience properly and has worked constructively to bring the matter to a fair resolution. I particularly appreciated the senior-level engagement, the willingness to look at the matter holistically, and the effort taken to understand the human impact on both me and my family.

I also appreciate that Wealthtime has taken points from the complaint forward as learning for the future. That matters to me, because the aim was not just to resolve my individual complaint, but to help improve how similar situations are handled for other customers going through difficult or sensitive circumstances.

The final handling was thoughtful, constructive and fair. It helped restore confidence that Wealthtime is willing to listen, reflect, and put things right when concerns are properly reviewed.

For that reason, I am amending my review to 4 stars.

Amazing help! Sarah was kind and very informative, as a Paraplanner she helped me locate the isin numbers and costs for funds and showed me a way to do it going forward that will save me hundreds of hours in the future. Can't give enough positive feedback.

I called regarding my SIP and got through to Sarah Hooper. All I can say is someone was looking down on me letting Sarah anwser the call that day. Sarah was an absolute angel! I had to call to complete an expression of wish due to being in an abusive relationship & currently in between finalising the divorce and at risk. This is one of the hardest times of my life and how Sarah dealt with me with such empathy & care made this awful time that little easier. To say Sarah was amazing is an understatement. Not only did she show such compassion, she was also so very knowledgeable and put my mind at ease loads with her expert advice. Sarah is truly an asset to Wealthtime and if all the colleagues are like Sarah i would highly recommend! Sarah thank you so very much and I hope you understand what a difference you made to me that day!

Reading through some of these reviews, Wealthtime seem to get a lot of negative comments based on investment performance. As an investor, I am happy with the platform. My adviser manages my portfolio for me and I understand that the stock market can change. Overall, I have no complaints! The annual charges that my husband and I pay are good value for money and my adviser has regular reviews with us to ensure that our investment strategies suit our needs. Happy with the service provided.

The only people who appear to be happy with WEALTHTIME are the IFAs who continue to benefit from fees deducted from poorly performing investments. Our investments have performed below average every year.

I have dealt with Wealthtime for 15 years now and they have been brilliant. I was surprised to hear from a potential client of mine that their Trust Pilot reviews were not good, apart from another IFA's opinion which was very good. As such, it is important to note that in the last few years, the owners of Wealthtime bought Novia (another investment/pension provider) and Novia was renamed 'Wealthtime' and what was the Wealthtime platform I have used for 15 years has been renamed as 'Wealthtime Classic'.

It seems the poor reviews on here are for Novia, not what is now called Wealthtime Classic. Unfortunately this is giving the impression that Wealthtime Classic has been poorly reviewed, which I highly doubt, as their customer service, functionality and cost are very good indeed.

Perhaps there should be two Trust Pilot options, one for each, to give a true picture of both?

As an Independent Financial Adviser (IFA), I've had extensive experience working with Wealthtime, and I'm compelled to share my overwhelmingly positive experience.

First and foremost, their response time to queries is truly first-class. In our industry, timely communication is crucial, and Wealthtime consistently delivers on this front.

What sets Wealthtime apart is their exceptional range of investments at a very competitive cost. They offer a diverse portfolio that caters to various client needs and risk profiles. This breadth of options allows us as IFAs to create tailored solutions for our clients.

Transparency is another area where Wealthtime shines. There are no hidden charges - what you see is what you get. This level of honesty is refreshing and builds trust with both advisers and clients.

I feel compelled to write this review because I've noticed some negative feedback that seems to stem from issues with individual financial advisers rather than Wealthtime itself. In my experience, Wealthtime has consistently provided excellent service.

Most importantly, using Wealthtime has allowed us to save our clients hundreds of pounds per annum, thanks to their highly competitive charges. This cost-effectiveness, combined with their quality service, makes Wealthtime an excellent choice for IFAs and clients.

What truly sets Wealthtime apart is how they compare to other major players in the industry. We have worked with numerous well-known providers including Abrdn, Fidelity, Aviva, AEGON Cofunds, AJ Bell, L&G, and Prudential. After extensive experience with these companies, I can confidently say that Wealthtime stands above the pack. Their combination of responsive service, diverse investment options, transparent pricing, and cost-effectiveness puts them in a league of their own.

Do not invest with this company. Worst company I have ever dealt with in 50 years of business very unprofessional I will never use wealth time again ever. also moving my pensions to a reputable company

This company have no customer service skills at all! I only have a small pension with them whichbi have asked to be paid out on. Initially, I was told 3 to 5 days, when that expired, I was told they had sent me the wrong forms and it would be 6 days and that Soph would call me back with an update. As no update was received, I rang again to be told 7 days which will be almost a month since I requested the payment. Appalling!

Wealthtime formally known as Novia, this company continue to to charge customers commission even though the investments declared by FCA as nil value. This company will wipe out your savings and investments in commission and charges even after your death.

Disgusting service.
Do not deal with this company
2 months and still have not received my money.